SpaceX resells NVIDIA GPUs to Anthropic as Silicon Valley's compute crunch worsens
A QbitAI roundup drawing on The Wall Street Journal, Anthropic's blog and SemiAnalysis data says Silicon Valley is locked in a scramble for compute: SpaceX is acting as a reseller of NVIDIA GPUs, supplying capacity to Anthropic, and its first earnings report showed quarterly AI business revenue of $2.561 billion, up 247% year over year. The piece says Anthropic's May agreement with SpaceX added more than 300 MW of new capacity and 220,000 NVIDIA GPUs and raised Claude Code and API usage limits. It also reports that Noam Shazeer, hired back by Google for $2.7 billion, moved to OpenAI after compute was reallocated (citing foreign media), that H100 one-year rental prices rose from $1.70 per GPU-hour in October 2025 to $2.35 in March 2026 — nearly 40% — and that startups face multi-year contracts and prepayments of up to 30%.
The report argues compute is becoming the entry barrier of the AI era, disadvantaging teams without their own infrastructure.